Full rebuild of the scheduling tool. Rock-Sand-Water methodology engine, three-panel UI, Prisma persistence, and a stagger auto-resolver for multi-column schedules. 209 source files, 855 tests, deployed to Netlify.
Interactive modeling tool for office bonus plan structures — scenario comparison and threshold analysis for the January 2027 rollout.
Provider-level scoring system powered by Power BI. 5 of 6 scoring gates live. Entity benchmarks for SGA East, Gen4, and Modis.
Real-time practice pacing tracker. Monitors production velocity against daily and monthly targets across the network.
Network-wide KPI standardization. Aligns metrics across SGA, Gen4, and Modis for consistent executive reporting.
V3 redesign of the office manager daily reporting engine. Rebuilt from the OpenClaw migration with new analytics views.
Sample morning brief output showing daily production targets, schedule overview, and action items for office managers.
Entity-level pricing comparison revealing Gen4 at 96.6% of SGA pricing. Identified $1.2M annual savings opportunity.
Procurement pricing and margin analysis for the Curodont product line. Models reimbursement scenarios across payer mix.
Overtime offender identification tool — office and employee level. Pilot scoped to top 25 offices. Demoed to Karen, Myles, and Brendan.
Full competitive report on Aspen Dental and The Aspen Group — market positioning, acquisition strategy, operational model, and implications for SGA.
Insurance billing compliance strategy and pricing/sliding scale development. Reviewed with Brittney — identified UCCI reimbursement gap ($4 vs $120 list).
Hygiene department growth strategy — reappointment optimization, production per visit targets, and perio conversion benchmarks.
State-by-state compliance reference for non-covered dental services. Legal framework for patient billing and disclosure requirements.
Full 100-point SEO audit covering technical, on-page, local, and content optimization.
AI Engine Optimization audit — how the practice appears in ChatGPT, Gemini, and Perplexity search results.
AEO audit for the second New Horizons location — separate brand and web presence.
AI search visibility audit for the Springfield practice.
Content gap analysis identifying topics where New Horizons has zero AI search visibility — prioritized opportunities for content creation.
AI search visibility audit for the Rossville practice.
Executive presentation demonstrating AI platform capabilities for the operations leadership team.
Enterprise deployment documentation for Claude Code across SGA — architecture, security model, and team onboarding.
Step-by-step guide for setting up AI email assistance at Dr. Fields' office — pilot implementation documentation.